EZLynx Basics - Chat Support via Help Widget 2.0
Modified on: Thu, 11 May, 2023 at 3:02 PM
Reaching out to Support just got easier!
You can now chat with our support team from within your instance and get help within minutes. Here’s how you can access our chat widget across EZLynx products.
We are excited to announce another avenue for contacting support! The Help Widget 2.0 will update the existing help widget by giving you the option to chat with the EZLynx Support Team while still maintaining access to the knowledge base. The updated widget that will allow for immediate assistance from our AI BOT or accessing the Support Chat feature by speaking with a live Support Agent. This feature will allow you to solve your problems without having to create a ticket and prevent delays in your workflows. To learn more about Training & Support options, check out our other Training & Support articles!
TABLE OF CONTENTS
- How to Access the Help Widget
- Searching for Knowledge Base Articles via Help Widget
- Accessing Live Chat Feature
Did you know? - You can zoom in on the images in our articles by clicking on them! |
How to Access the Help Widget
The Help Widget 2.0 can be found on the top menu bar on the far right, to open the widget simply click on the ? icon. The best part is the widget can be access on any page of EZLynx at any time!
Another way to access the Help Widget is by using a hot key! You can press the (CTRL) and (slash) key at the same time on your keyboard to open the Help Widget pane.
No matter which way you access the Help Widget, the Help Widget Pane will appear on the bottom right corner of your screen where you can access all the Help Widget features.
Searching for Knowledge Base Articles via Help Widget
The EZLynx Knowledge Base provides you access to written solutions and instructions to solve common support questions. It also includes walkthroughs, tips & tricks, workarounds, and best practices for the EZLynx System. When accessing the Help Widget, it will automatically suggest the most viewed articles. If you are looking for a specific workflow, you can click on the magnifying glass and search for specific topics. Then, click on the article to read through the Help Widget pane without losing your place in the EZLynx System.
Did you know? - If you are having issues finding the article you need, try typing in a key word with single quotations around it. For example, if you are looking for how to quote in EZLynx, type the word quote like this -> 'quote' |
Accessing Live Chat Feature
After opening the Help Widget, there will be an option to access Chat Support. If you click on Support, the chat will open and you can type your question in the field where it prompts you to "Reply here..."
After typing your question, the Help Widget will ask you to enable Push Notifications for your browser. This will make it so if there are unread replies in the Chat Support, a notification will come up on your browser. Select Yes, to enable these Push Notifications.
The EZLynx Digital Assistant will answer your question and by clicking on the related articles you can view them in the Help Widget pane to see if the article has the information needed.
- If the information provided was helpful, answer Yes and close the Help Widget Pane by clicking on the gray X in the top right corner.
- If the information provided was not helpful, answer No. This will give you the opportunity to 'Rephrase your question' or 'Talk to an Agent'.
When 'Rephrase your question' is selected, we suggest just typing the key words related to the workflow that you are needing help with. For example, if you are wanting to learn how to complete a quote in EZLynx, type 'Quote' when the question is rephrased. This will provide more results related to that topic.
When 'Talk to an Agent' is selected, it will begin a chat with the EZLynx Support Team. They will be able to see your previous question and might ask for additional details. If you must step away from your desk during the chat or are inactive for a few minutes we will email you a support ticket where you can continue the conversation right where you left off! This email will go to the email address associated with the login from which the Help Widget was accessed.
This feature is designed to help you get answers to your questions without slowing down your day-to-day workflow. Whether it is through a Knowledge Base Article or through our Live Chat, we want to make sure that you get the help that you need.
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